I work closely with clients in identifying their long-term goals, needs and wants. Upon understanding their objectives, I manage their investments accordingly. I work with clients who represent strong family values and understand the importance of seeking professional advice in all aspects of their lives. I assist high-networth individuals and families in achieving their financial goals by taking a comprehensive approach to wealth management planning.

My clients benefit from my hands-on approach and deeply personal touch. I essentially become an extension of their family and seek their best interests in all aspects of the relationship. I work with clients in the following areas: helping create and grow wealth, helping protect and preserve wealth, and planning the distribution of wealth during life or at death, in the most tax considerate way.

Wealth management approach

I learned how to manage investments during difficult times from my father, such as during high inflation and slow growth.

• Understanding your financial objective- I begin by asking questions to understand more about you and your financial objectives.

•Developing strategies- Next, I analyze and evaluate the financial and personal information you provide so I can match you objectives with sound strategies. I then create a customized RBC WealthPlan for you.

•Implementing solution- Using these strategies, I develop customized solutions tailored to your goals and objectives, drawing from a wide selection of world-class products and services.

Solutions

To help accomplish these objectives, I deliver a wide range of finanical solutions:

•Investment strategies

•Retirement planning

•Estate planning services

•Charitable planning

Through this disciplined strategy of investing, my clients' portfolios are reviewed regularly. Market sentiment can fluctuate very rapidly, so I deploy a “wealth accumulation” plan or defer to “wealth preservation” when conditions warrant caution.

Qualifications

I graduated with a Bachelor of Science degree in political science from Willamette University and passed the Series 7 and 63 exams. I was a pension consultant for the Benefit Administration Company from 1989–1993.

Personal

My father was a financial advisor for 40 years and taught me the tools of the investment world. I have successfully benefited from my father’s wisdom and vision. Investing isn’t easy, and my father’s experience has been a benchmark for my decisions over the past 30 years.

I previously served for 12 years on the Sacred Heart Shelter Advisory board and was an instructor at the North Seattle Community College/Shoreline Community College Continuing Education program for over 10 years.

I was also a columnist for the Everett Herald for 10 years.

I have two children, Meaghan and Katie, and enjoy golf, sailing and sports.